Stack Financial Management, based in Whitefish, MT, is ranked No. 72 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $1.8B
Years in Business:Â 29
Accounts Under Management: 1,526
Previous appearances on FA 100 List:Â 0
Principals:
James Stack, Founder & Chief Executive Officer
Annell Danczyk, Vice President & Senior Portfolio Manager
Contact:
625 Wisconsin Avenue, Whitefish, MT 59937
(406) 862-8000
